"Some in Ukraine even welcomed the disclosures as confirming
what they have been saying for months — that its forces desperately need more
weapons and munitions.
In the leaked American intelligence documents, Ukraine’s
predicament looks dire.
Missiles for its Soviet-era air defenses are projected to
run out by May. Its position in the key city of Bakhmut is “catastrophic.” Its
military has taken losses of more than 120,000 dead and wounded — less than
Russia’s estimated toll, but enormous for a country with less than one third of
Russia’s population.
Yet in Kyiv, Ukraine’s capital, this past week, there was
little palpable alarm about the scores of pages of classified documents that
have surfaced in one of the most remarkable disclosures of American secrets in
the last decade. In fact, some welcomed the leak, hoping that it would
emphasize what President Volodymyr Zelensky has been saying for months — that
Ukraine urgently needs more ammunition and weapons to expel the Russian forces.
“From many points of view, this leak is really useful, and
good, even I can say good for Ukraine,” said Oleksiy Honcharenko, a member of
Parliament in the opposition European Solidarity party.
He said that unless Ukraine’s Western backers rushed to
provide more than what he called “incremental’’ support, then “everything can
go to waste, because so much is at stake today.”
The Pentagon intelligence updates and briefing slides that
have dribbled into public view this month — after being posted on a gaming chat
server by a 21-year-old Air National Guardsman, the authorities say — have
offered new details about the state of the conflict. But they have not
fundamentally altered the overall picture of it, according to Western analysts
and policymakers.
They say the new material largely adheres to what they
already knew about the conflict — and won’t upend how they are handling it.
“This doesn’t change our stance,” said Nils Schmid, the
foreign policy spokesman in Germany’s Parliament for the Social Democrats, the
party of Chancellor Olaf Scholz in the country’s three-way coalition. “We
understand that now is the time to provide armaments to Ukraine.”
But as Ukraine prepares for a long-anticipated
counteroffensive that could usher in a new phase of the nearly 14-month
conflict, the documents are focusing heightened attention on Ukraine’s
challenges, the shortcomings in Western military aid and the uncertainty of
what comes next.
Whether Ukraine’s Western allies are going to be able to
deliver what Kyiv needs in this crucial moment is a major open question.
European officials say they are working to speed more artillery shells to
Ukraine, but are acknowledging that they may not be able to reach the goal of
delivering one million rounds this year.
“We can’t produce much more, at least not quickly,” said
Ulrich Speck (Speck is fatty pork in German (K.)), a German foreign policy
analyst. “Going forward, what can Europe still give? Now it’s harder, a
realization we don’t have the ability to get things fast enough.”
Some analysts noted that the intelligence does not determine
how the conflict will actually unfold. Ukraine’s allies vastly underestimated
its capabilities in the past, predicting that Russian forces would overrun Kyiv
in the opening days of the conflict. On top of that, the documents gauge
conditions more than six weeks ago. Battlefield realities change fast.
But the leaked documents clearly show how heavily the
conflict effort relies on the United States. American intelligence agencies
have gotten inside Russia’s military enough to give real-time warnings to
Ukraine on the timing of Moscow’s airstrikes, and even its specific targets.
Several leaked slides show satellite imagery of the aftermath of Ukrainian
airstrikes on what are described as “US-produced” targets in Russian-held
territory — new evidence that the United States is providing precise targeting
data.
One of the West’s biggest concerns about the leaks has been
that Russia would scramble to find and seal off the sources of American
intelligence. But in the week since the classified documents were posted widely
on Telegram and Twitter, that fear has yet to materialize, two senior U.S.
officials said: There is no indication that the Kremlin has taken steps to
block the United States from penetrating Russia’s security and intelligence
services.
Nor is there any sign yet that Russian commanders have
changed their operations on the ground in Ukraine in response to the
disclosures, the two U.S. officials said.
Beyond that, Ukrainian officials, while voicing their
displeasure with the leaks, have told American officials that the disclosures
will not seriously impact their planned offensive because Russia already knew
the broad parameters of Ukrainian vulnerabilities (like its shortages of
weapons and ammunition). And the documents did not disclose precisely when,
where and how the Ukrainians would carry out their counteroffensive, one senior
U.S. official said.
“It’s hard for me to believe this will dramatically change
Ukraine’s short-term plans for its counteroffensive,” said Samuel Charap, a
Russia analyst at the RAND Corporation. “There’s been discussion in open
sources about the likely direction being south. Whether it affects the timing,
perhaps.”
While the documents show that American spy agencies have
intercepted Russian military communications, sometimes down to the details of
planned Russian attacks, they offer little indication that the United States
has been able to eavesdrop on the conversations of Russia’s leadership.
In the documents seen by The New York Times — which include
many but not all of the hundreds of pages posted online — information about
President Vladimir V. Putin and his inner circle appears mainly as hearsay. An
entry describing a sensational plot by senior Russian officials to sabotage the
invasion is attributed to a Ukrainian lawmaker “who received information from
an unidentified Russian source with access to Kremlin officials.”
The lack of direct information about Mr. Putin could reflect
the American intelligence community’s challenges in collecting information on a
leader who has enveloped himself in an extraordinary cocoon of secrecy. Still,
the documents offer only a small window into the breadth of American
intelligence collection, leaning on information gleaned from electronic
intercepts rather than on the C.I.A.’s network of human sources, which the
agency guards much more carefully.
In Russia, many supporters of the conflict have warned that
the leaks could be part of a ruse. The new details on the headwinds facing
Ukraine’s military effort — including projections that key stocks of air
defense missiles would be fully depleted by early May — are so extensive that
some pro-Kremlin commentators have dismissed them as possible Western
disinformation meant to get Russia to let its guard down.
“We would be happy if this were true,” a talk-show host on
Russian state television, Olga Skabeyeva, quipped in a segment about the leaks
last Tuesday.
But the documents also detail the Russian military’s myriad
challenges and its devastating losses, offering a behind-the-scenes view into
why Western officials believe that the conflict is likely to drag into next
year. Russia’s slow-moving offensive in eastern Ukraine’s Donbas region “is
likely heading toward a stalemate,” a Feb. 22 briefing slide predicts, with
high Russian combat losses and diminishing munitions stockpiles “resulting in a
protracted conflict beyond 2023.”
For some, that offers a reminder that the conflict is far
more likely to end in some kind of negotiated settlement than with a decisive
military victory for either side.
“We know that Ukraine needs to tilt the military balance in
its favor to pave the way for negotiations,” Mr. Schmid, the German lawmaker,
said.
For the cadre of analysts around the world parsing
social-media videos and commercial satellite imagery to glean information about
the conflict, the intelligence leaks have provided new data points. But several
said they saw nothing that caused them to revise their fundamental views of the
conflict, which also point to a protracted conflict.
One independent Russian military analyst, Ruslan Leviev,
said the documents matched his prior conclusions, including his view that
Ukraine’s challenges in mobilizing soldiers and obtaining ammunition meant the
upcoming counteroffensive would not be able to deliver a decisive victory. Rob
Lee, a senior fellow with the Foreign Policy Research Institute, said he had
not seen anything that “changed my mind tremendously.”
But he warned that the outcome of Ukraine’s counteroffensive
— and the conflict — rested on factors that even American intelligence agencies
were hard pressed to measure, such as the morale of troops on both sides and
how well they would perform.
“There’s a lot about this conflict that we still don’t know,
or that we can’t have certainty about,” Mr. Lee said. “It’s conflict, and you
can never have perfect information.”
The leaked intelligence is a huge blow to Zelensky's propaganda ("where is Moscow, where is Crimea? We will take those areas this year," comedian Zelensky shouted) and a huge blow to the morale of Zelensky's army. The soldiers of the atheist Zelenskiy will look to the sky more and more often, not looking for help from the Supreme, but thinking whether to hide or not yet.
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